get_tax_planning_tips
Generate personalized year-end tax optimization strategies to reduce tax liability based on income, deductions, and financial situation.
Instructions
Get personalized year-end tax optimization strategies based on your income, deductions, and situation. Suggests actions to reduce tax liability before year-end.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| taxYear | Yes | Tax year to plan for | |
| filingStatus | Yes | ||
| estimatedIncome | Yes | Expected total income for the year | |
| currentWithholding | No | Total tax already withheld/paid YTD | |
| hasRetirementPlan | No | Have access to 401k/403b | |
| currentRetirementContributions | No | YTD retirement contributions | |
| hasHSA | No | Have HSA-eligible health plan | |
| currentHSAContributions | No | YTD HSA contributions | |
| hasMortgage | No | ||
| estimatedItemizedDeductions | No | ||
| hasCapitalGains | No | ||
| estimatedCapitalGains | No | ||
| hasCapitalLosses | No | ||
| isSelfEmployed | No | ||
| charitableGiving | No | YTD charitable donations |